# Cash, X and Z reports

> Open the register, record cash in and cash out, check the drawer with an X report and close the shift with a printed Z report.

Source: https://docs.bakasir.com/en/docs/desktop/cash-and-reports

Video tutorial (2:18): [Desktop: cash, X reports and Z reports](https://media.bakasir.com/bakasir-media/docs-video/desktop-cash-and-reports/desktop-cash-and-reports.mp4), subtitles: https://media.bakasir.com/bakasir-media/docs-video/desktop-cash-and-reports/desktop-cash-and-reports.en.vtt



The **Cash and reports** tile is where you run the cash side of a shift. This tutorial covers opening the register, recording cash that goes in or out of the drawer, checking the shift with an X report, and closing with a Z report. It takes about 4 minutes.

## Before you start

- You are signed in. See [Sign in and lock the screen](https://docs.bakasir.com/en/docs/desktop/sign-in.md).
- A receipt printer is set up if you want printed reports. See [Printer, drawer and devices](https://docs.bakasir.com/en/docs/desktop/hardware.md).
- You know how much cash is in the drawer. Count it before you open.

## Steps




### Open Cash and reports

On the Home screen, click **Cash and reports**. You see the register of this terminal.




### Open the register

If the screen says **Register is not open yet**, enter the cash you counted as the opening float and click **Open register**. This is the amount **Expected cash** starts from. You can also open the register from the POS when you press **Pay**.




### Record cash in

When money is added to the drawer, for example more change, choose **Cash in**. Type the amount, add a **Note** if you like, then click **Save**.




### Record cash out

When money leaves the drawer, choose **Cash out**. Type the amount and a **Note**, which is required. Use **Petty cash** for small shop expenses, also with a note. The drawer opens after cash out and petty cash.




### Check the shift with an X report

Click **View X report** for the sales and cash so far. It shows on a paper style preview and does not close anything. Click **Print** to print it.




### Close the register

At the end of your shift, count the drawer and click **Close register**. Enter what you counted as **Cash in drawer (counted)**, add a **Note** if it differs, then press and hold **Hold to close register**.




### Read the Z report

The register closes and the **Z report** appears. It prints by itself on the receipt printer. Click **Last Z report** later to see it again. The report lists sales, payments, refunds, voids, expected cash, counted cash and the **Difference**.




## What the numbers mean

- **Opening float** is the cash you started with.
- **Net cash** is the cash taken in sales, minus change given.
- **Expected cash** is the opening float, plus net cash and **Cash in**, minus **Cash out** and **Petty cash**. It is the amount that should be in the drawer.
- **Difference** is counted cash minus expected cash. A difference is recorded in the register report, not hidden.

The list **Cash movements this shift** shows every cash in, cash out and petty cash with who entered it and when.

## Attendance

If your business uses attendance, click **Clock in** under **Attendance** on the Home screen when you start, and **Clock out** when you finish. Home shows **Clocked in at** and the time.

## Tips

- **One cashier per terminal.** If Home says **Register used by another cashier**, ask them to close it first. The new cashier then opens a fresh register.
- **Before you close,** check that the **N queued** chip in the POS shows nothing waiting. Sales made offline are only in the Z report after they reach the server.
- **Leaving the app.** If you choose **Exit app** while the register is open or you are clocked in, Bakasir warns you first.
- **Web registers.** Cash sessions made here appear in the Portal register report. See [Register](https://docs.bakasir.com/en/docs/web-pos/register.md).

## Next steps

- [Sales history, orders and tools](https://docs.bakasir.com/en/docs/desktop/sales-and-tools.md)
- [Register on Web POS](https://docs.bakasir.com/en/docs/web-pos/register.md)
- [Reports](https://docs.bakasir.com/en/docs/portal/reports.md)